All values shown herein are broad estimates of value and not to be interpreted as an offer, definitive valuation, or binding in anyway. For a more accurate valuation contact, Alaris Acquisitions.

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M&A Knowledge Center

Explore our M&A knowledge centre for expert advice and the latest trends in M&A processes. Stay ahead in the M&A game with valuable insights and informative articles.
Valuations & Deal Structure
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Essential Reading

Alaris in the News
My Team/ Staff

Why PE’s Buying Spree Shows No Signs of Slowing

Jul 28, 2026
5 mins read
Alaris in the News

Deals & Recruiting Roundup: Corient, Osaic, LPL, Arch, Lido And More

Jul 7, 2026
5 mins read
Alaris in the News

Soltis Investment Advisors Acquires Artifex Financial Group To Expand Midwest Presence

Jul 7, 2026
5 mins read
Alaris in the News

EP Wealth Adds $900M Opes Wealth Team in Northern California Push

Jul 6, 2026
5 mins read
No items found.

EP Wealth Advisors expands Northern California presence with the acquisition of Opes Wealth Management

Jul 1, 2026
5 mins read
Alaris in the News

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, Janus Henderson, Others

Jul 1, 2026
5 mins read
Alaris in the News

EP Wealth lands fifth deal of 2026 in Silicon Valley

Jul 1, 2026
5 mins read
Alaris in the News

EP Wealth Advisors Acquires $900 Million Firm Opes Wealth Management

Jun 30, 2026
5 mins read
Alaris in the News

EP Wealth Buys $900M AUM Silicon Valley RIA

Jun 30, 2026
5 mins read
Alaris in the News

How AI is reshaping M&A evaluation and execution in wealth management

Jun 16, 2026
5 mins read
Alaris in the News

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Jackson Wealth Management, Harbourfront Wealth, Others

Jun 8, 2026
5 mins read
Alaris in the News

Deals & Moves: Sanctuary Lands Father-Son Merrill Breakaway

Jun 5, 2026
5 mins read
Alaris in the News

Soltis Investment Advisors Grows Midwest Team with Addition of Ohio-Based Artifex Financial Group

Jun 3, 2026
5 mins read
Alaris in the News

Sellers are dumping RIA rollups in 2026 after 20 years of mostly a land-grab M&A movement, but it could also be shifting into higher gear, with Carlyle joining Bain, KKR and other giants

May 10, 2026
5 mins read
Alaris in the News
My Team/ Staff

People moves: Mercer Advisors, Alaris Acquisitions bring in new M&A leaders

May 1, 2026
5 mins read
Alaris in the News

Who's Moving Where In Wealth Management? – RBC Wealth Management – US, Alaris, Riverpoint

May 1, 2026
5 mins read
Alaris in the News
My Team/ Staff

M&A consultancy Alaris taps new biz dev head

Apr 30, 2026
5 mins read
Alaris in the News
My Team/ Staff

Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development

Apr 29, 2026
5 mins read
Alaris in the News

Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development

Apr 29, 2026
5 mins read
Alaris in the News

People Moves: Janney Adds Two FNB Advisors, Alaris Hires M&A Vet

Apr 29, 2026
5 mins read
Alaris in the News

Alaris Acquisitions Names Tony Leonard Managing Director of Business Development

Apr 29, 2026
5 mins read
Alaris in the News
My Team/ Staff

Alaris Acquisitions Appoints Tony Leonard As Managing Director Of Business Development

Apr 29, 2026
5 mins read
Alaris in the News

Modern Wealth Management Announces Asset Purchase Agreement With Brown And Company

Apr 29, 2026
5 mins read
Alaris in the News

Modern Wealth Acquires $1B Brown & Co.

Apr 29, 2026
5 mins read
Alaris in the News

Denver’s $1 billion LPL affiliate Brown & Company exits for Modern Wealth RIA

Apr 22, 2026
5 mins read
Alaris in the News

Modern Wealth adds $1bn LPL team

Apr 22, 2026
5 mins read
Alaris in the News

Deal & Moves: Integrated Partners Lures $609M BXB from Ameriprise

Apr 3, 2026
5 mins read
Alaris in the News
Understand the M&A Process
My Team/ Staff

The Fee-Only Model Isn’t Conflict-Free. It’s Just Differently Conflicted

Apr 2, 2026
5 mins read
Alaris in the News

Deals Of The Day: The Latest In Wealth Management M&A – Savant, Exencial, Heller, EP Wealth, Others

Apr 1, 2026
5 mins read
Alaris in the News

EP Wealth Expands On East Coast, Adding $418M AUM RIA In Maryland

Mar 31, 2026
5 mins read
Alaris in the News

Prime Capital Financial Acquires $600 Million Firm Bradshaw Rogers

Jan 22, 2026
5 mins read
Alaris in the News

Advisory M&A News – 1/21/2026

Jan 21, 2026
5 mins read
Alaris in the News

Prime Capital Financial, Allworth Acquire $500M-Plus RIAs

Jan 20, 2026
5 mins read
Alaris in the News

The Mather Group Adds $300M NJ Advisory Firm Through Partnership

Jan 19, 2026
5 mins read
Alaris in the News

Red Bank-based Hogan-Knotts Financial Group joins The Mather Group

Jan 13, 2026
5 mins read
Alaris in the News

Deals Of The Day: The Latest In Wealth Management M&A – TMG, Hogan Knotts

Jan 13, 2026
5 mins read
Alaris in the News

The Mather Group announces partnership with Hogan-Knotts

Jan 12, 2026
5 mins read
Alaris in the News

The Mather Group Partners With $300+ Million AUM Firm Hogan-Knotts

Jan 11, 2026
5 mins read
Alaris in the News

Deal & Moves: Integrated Snags RIA, IBD Prospera Lands Wells Fargo Team

Jan 9, 2026
5 mins read
Alaris in the News
My Team/ Staff

Savant Acquires $1.2 Billion Minnesota-Based RIA

Sep 4, 2025
5 mins read
Alaris in the News
My Team/ Staff

Savant Wealth Acquires $1.2B Minnesota Firm

Sep 3, 2025
5 mins read
General Topics
How buyers help us grow
Seller Concerns
Understand the M&A Process
Alaris in the News

The Real Problem Behind Succession Planning

Apr 8, 2025
5 mins read
Alaris in the News
Understand the M&A Process
My Team/ Staff

Wealth Firms Need "Matchmaking" M&A Model To Ensure Success

Apr 7, 2025
5 mins read
Alaris in the News
My Team/ Staff

Wealth Solutions Report Honors Top Women Industry Leaders Of 2025

Mar 25, 2025
5 mins read
Alaris in the News
General Topics
My Team/ Staff

The Real Problem Behind Succession Planning

Mar 23, 2025
5 mins read
Alaris in the News
My Team/ Staff
Technology

Alaris Unveils App to Match RIA Buyers and Sellers

Mar 18, 2025
5 mins read
Alaris in the News

Merit Buys $1.6B Sanctuary Wealth and ESOP Affiliate

Mar 18, 2025
5 mins read
Alaris in the News
Technology

Let’s Get Past The Hype To A Real World Grasp Of AI

Mar 17, 2025
5 mins read
Alaris in the News
Technology

Advisor Tech Talk (Week of 3/17/25)

Mar 16, 2025
5 mins read
Alaris in the News
Understand the M&A Process

Weekend Reading For Financial Planners (March 15–16)

Mar 14, 2025
5 mins read
Alaris in the News
Technology
My Team/ Staff

Alaris Acquisitions Unveils ‘Lens,’ Technology-Driven Matchmaker for Wealth Management M&A

Mar 11, 2025
5 mins read
Alaris in the News
Technology
My Team/ Staff

Alaris Acquisitions Launches Matchmaking App for RIA M&A

Mar 11, 2025
5 mins read
How to vet culture
General Topics

The Secret to a Successful Firm? Invest in Company Culture

Oct 25, 2024
5 mins read
General Topics
Alaris in the News

Modern Partners with Petso Financial

Oct 24, 2024
5 mins read
Technology
General Topics

AI Usage Top Priority for SEC Examiners in 2025

Oct 21, 2024
5 mins read
General Topics
Seller Concerns
How to vet culture
Understand the M&A Process

For a Better M&A Deal Think Marriage, Not Auction

Oct 14, 2024
5 mins read
Valuations & Deal Structure
General Topics

Striking the Right Balance Between Margins and Compensation

Sep 25, 2024
5 mins read
Valuations & Deal Structure
General Topics

Basic Valuation Math

Sep 25, 2024
5 mins read
How buyers help us grow
Buyer Models

How a Marketing-first Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA

Sep 23, 2024
5 mins read
Technology

AI May Transform Your Advisor Practice In 10 Years, But It Still Won’t Do Much In 2 Years

Sep 18, 2024
5 mins read
How buyers help us grow
Buyer Models

Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028

Sep 9, 2024
5 mins read
Seller Concerns
Understand the M&A Process

Demystifying the Independence Conundrum – With Dean Barber of Modern Wealth Management

Sep 4, 2024
5 mins read
Legal & Tax
Valuations & Deal Structure

Six Considerations for Ensuring the Right Business Exit

Aug 27, 2024
5 mins read
How to vet culture
Seller Concerns
Valuations & Deal Structure
General Topics
Alaris in the News

Opinion: M&A Math Reveals Misleading Multiples

Aug 24, 2024
5 mins read
How buyers help us grow

Opinion: What Is the Point of Growth for RIAs?

Aug 23, 2024
5 mins read
How buyers help us grow

Get Your Organic Growth Process In Order Before Pursuing M&A

Aug 15, 2024
5 mins read
How buyers help us grow

Joe Duran: These 4 Pillars Are the ‘SOUL’ of Organic Growth

Aug 15, 2024
5 mins read
Seller Concerns
Valuations & Deal Structure
How to vet culture
General Topics
Understand the M&A Process

Financial Auction vs Cultural Conviction

Aug 13, 2024
5 mins read
How buyers help us grow
Buyer Models

Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA

Aug 12, 2024
5 mins read
Legal & Tax
Understand the M&A Process
Buyer Models

Know Your Worth | Ted Motheral

Aug 8, 2024
5 mins read
How buyers help us grow
Buyer Models
General Topics

Expansion of Capabilities– With Kevin Corbett of Mariner Wealth Advisors

Jul 19, 2024
5 mins read
General Topics
Understand the M&A Process
Seller Concerns

The Alaris Advantage: How M&A Advisors Create Value

Jul 18, 2024
5 mins read
Understand the M&A Process
General Topics
Alaris in the News
How to vet culture

Opinion: Financial Auctions Aren't Suitable for RIA M&A

Jul 16, 2024
5 mins read
Legal & Tax
Alaris in the News
Buyer Models
Understand the M&A Process

Know Your Worth | Jacqueline Martinez

Jul 11, 2024
5 mins read
General Topics
How to vet culture
Seller Concerns
Understand the M&A Process

M&A Roundtable: Alaris Process, a Buyer and Seller's story

May 30, 2024
5 mins read
How buyers help us grow

Opinion: The Dirty Little Secret About RIA Organic Growth

May 30, 2024
5 mins read
Buyer Models

Buyer Autonomy Differences – With Arthur Ambarik & Brent Brodeski

May 28, 2024
5 mins read
How to vet culture

Are Toxic Cultures the Silent Killers of the Asset Management Industry?

May 17, 2024
5 mins read
My Team/ Staff
General Topics

Internal Transactions Are Still an Option for RIAs

May 10, 2024
5 mins read
Buyer Models

Buyer Lifecycle Differences – With C.J. Rendic & Scott Holsopple

May 7, 2024
5 mins read
Valuations & Deal Structure
Buyer Models
General Topics

How to Differentiate Between Buyers' Deal Structures - Minority Interest Versus Full Acquisition?

Mar 15, 2024
5 mins read
How buyers help us grow

Block Out Time in Your Schedule for Growth

Jan 31, 2024
5 mins read
Legal & Tax
Understand the M&A Process
Buyer Models

What Happens After You Have Signed the LOI? With Michael Belluomini, VP M&A at Carson Group

Dec 21, 2023
5 mins read
Understand the M&A Process
My Team/ Staff
Seller Concerns

A Seller's Perspective on Their M&A Experience. With Shawn Meade, Formerly Redwood Wealth Management.

Oct 4, 2023
5 mins read
General Topics
How buyers help us grow
Buyer Models

The Role of Practice Management in Choosing a Buyer in the M&A process. With Stephanie Bogan

Sep 5, 2023
5 mins read
Valuations & Deal Structure
General Topics

Buyer Sources of Capital: Private Equity. With Matt Brinker, MP at Merchant Investment Management

Aug 1, 2023
5 mins read
How buyers help us grow
General Topics
Buyer Models

Decoding Organic Growth: The Buyer's Perspective - The Buyer's Boardroom With Pat McClain.

Jun 1, 2023
5 mins read
How buyers help us grow
Buyer Models

What Makes a Seller More, or Less Attractive? - The Buyer's Boardroom with Matt Cooper

May 29, 2023
5 mins read
General Topics
How to vet culture

The Inaugural Podcast - Let's Get Deal Ready! - The Buyer's Boardroom

May 22, 2023
5 mins read
Understand the M&A Process
Valuations & Deal Structure
General Topics

Leveraging Insights in Your Firm’s P&L Statement to Maximize Your Valuation

Jan 1, 2023
5 mins read
General Topics
Valuations & Deal Structure
Buyer Models

Where are RIA Valuations Going? Featuring Allen Darby, CEO of Alaris Acquisitions

Jun 29, 2022
5 mins read
General Topics
How buyers help us grow
Buyer Models

Accelerating Growth Through Partnerships, Model FA interviews Allen Darby

Jun 30, 2021
5 mins read
Valuations & Deal Structure

Selling Your RIA? Five Ways to Bridge the Valuation Gap

May 31, 0224
5 mins read
Alaris in the News

Deals Of The Day: The Latest In Wealth Management M&A – Modern Wealth, Brown, Carson

5 mins read
Alaris in the News

What’s the Deal with the Rise of Sub-Acquisitions?

5 mins read
Alaris in the News

Top Financial Professionals in the US | Jacqueline Martinez named to Hot List

5 mins read
Alaris in the News
General Topics
Seller Concerns
Understand the M&A Process
Valuations & Deal Structure

Death by 5,000 cuts': How Alaris is taking aim at RIA deal frustration

5 mins read
Alaris in the News
General Topics
How to vet culture
Seller Concerns
Understand the M&A Process

Finding the Perfect Partner: Culture and Data in M&A with Jacqueline Martinez

5 mins read
Alaris in the News
General Topics
Buyer Models

Alaris Acquisitions Launches First-of-Its-Kind Buyer Portal, Redefining RIA M&A Connectivity

5 mins read
Alaris in the News
General Topics
Technology
Understand the M&A Process
Valuations & Deal Structure

The Matchmakers of Wealth Management: How Alaris Is Transforming the Advisor Deal Process

5 mins read
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"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
William Blanton, Owner, Acquired by Composition Wealth
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
William Rosenthal, Owner, Acquired by Beacon Pointe
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Dean Barber, Owner, Acquired by Modern Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
John Horseman, Owner, Acquired by Allworth
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Marc Wolff, Owner, Acquired by Beacon Pointe
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Glenn Spencer, CEO, Prime Capital Financial
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Matt Cooper, President, Beacon Pointe Advisors
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dolberg, CEO, Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
William Blanton, Owner, Acquired by Composition Wealth
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
William Rosenthal, Owner, Acquired by Beacon Pointe
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Dean Barber, Owner, Acquired by Modern Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
John Horseman, Owner, Acquired by Allworth
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Marc Wolff, Owner, Acquired by Beacon Pointe
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Glenn Spencer, CEO, Prime Capital Financial
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Matt Cooper, President, Beacon Pointe Advisors
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dolberg, CEO, Apollon Wealth Management